Skip to main content

Help › Getting started

Write a note about a tenant or property

Notes are for the things that would otherwise live in your head or a text thread.

1

Click Tools in the left menu.

Left menu with Tools Click Tools
2

Open the Notes tab and click New Note.

The Notes tab in Tools, with New Note New Note
3

Write what happened and who it was about.

If it is about a rule being broken, use Violations instead. That creates the dated record you would need later.
New Note form Write it here
That’s it. It is written down, dated, and your team can see it.